Re: What's Success?
Having tried to do the same ( close a bank account, or talk to someone at the bank in general) I agree with the premise of CYA. If you can record discussions when you do get to a real person, do so ( make sure you let them know that you are recording) . More to the point, make a note of date, time, person and department you are talking to, so that when they haven't done what they said they will do and you call back to complain, you can quote this information back to them. Also quickly note what you have discussed, and confirm what actions both parties are going to take.
Mortgage departments are notorious for saying, "I'm sorry but there is no record in our system of that discussion having taken place". We make a point of recording everything, especially since the "failed" call or internet connection is a real possibility now.